AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 330,801 shares; 2024Q4: 326,534 shares; 2025Q1: 324,370 shares; 2025Q2: 320,402 shares; 2025Q3: 320,252 shares; 2025Q4: 313,844 shares; 2026Q1: 312,060 shares; 2026Q2: 309,855 shares 309,855 $89.7M 5.84% -2,205 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 211,622 shares; 2024Q4: 209,014 shares; 2025Q1: 208,982 shares; 2025Q2: 206,806 shares; 2025Q3: 204,071 shares; 2025Q4: 199,470 shares; 2026Q1: 201,580 shares; 2026Q2: 203,939 shares 203,939 $76.1M 4.95% +2,359 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 153,088 shares; 2024Q4: 154,155 shares; 2025Q1: 157,198 shares; 2025Q2: 158,850 shares; 2025Q3: 160,232 shares; 2025Q4: 158,728 shares; 2026Q1: 156,794 shares; 2026Q2: 153,997 shares 153,997 $55M 3.58% -2,797 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137,310 shares; 2024Q4: 137,360 shares; 2025Q1: 138,412 shares; 2025Q2: 137,542 shares; 2025Q3: 137,479 shares; 2025Q4: 136,347 shares; 2026Q1: 136,993 shares; 2026Q2: 136,735 shares 136,735 $44.8M 2.91% -258 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,510 shares; 2024Q4: 55,036 shares; 2025Q1: 54,287 shares; 2025Q2: 53,358 shares; 2025Q3: 53,002 shares; 2025Q4: 52,911 shares; 2026Q1: 52,380 shares; 2026Q2: 51,958 shares 51,958 $38.9M 2.53% -422 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 146,277 shares; 2024Q4: 145,859 shares; 2025Q1: 149,938 shares; 2025Q2: 150,086 shares; 2025Q3: 148,631 shares; 2025Q4: 148,475 shares; 2026Q1: 148,759 shares; 2026Q2: 148,501 shares 148,501 $37.7M 2.46% -258 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 306,948 shares; 2024Q4: 307,391 shares; 2025Q1: 308,254 shares; 2025Q2: 308,807 shares; 2025Q3: 309,492 shares; 2025Q4: 308,908 shares; 2026Q1: 314,527 shares; 2026Q2: 311,656 shares 311,656 $36.6M 2.38% -2,871 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 173,601 shares; 2024Q4: 172,405 shares; 2025Q1: 173,032 shares; 2025Q2: 171,672 shares; 2025Q3: 169,887 shares; 2025Q4: 169,357 shares; 2026Q1: 168,446 shares; 2026Q2: 165,777 shares 165,777 $36.6M 2.38% -2,669 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,388 shares; 2024Q4: 74,627 shares; 2025Q1: 74,799 shares; 2025Q2: 74,487 shares; 2025Q3: 73,664 shares; 2025Q4: 73,076 shares; 2026Q1: 71,787 shares; 2026Q2: 72,484 shares 72,484 $36.3M 2.36% +697 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 142,432 shares; 2024Q4: 144,105 shares; 2025Q1: 144,005 shares; 2025Q2: 144,470 shares; 2025Q3: 143,105 shares; 2025Q4: 142,080 shares; 2026Q1: 141,755 shares; 2026Q2: 141,643 shares 141,643 $35.6M 2.32% -112 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 167,781 shares; 2024Q4: 170,442 shares; 2025Q1: 172,398 shares; 2025Q2: 173,475 shares; 2025Q3: 171,940 shares; 2025Q4: 170,368 shares; 2026Q1: 170,515 shares; 2026Q2: 171,251 shares 171,251 $32.5M 2.12% +736 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 401,519 shares; 2024Q4: 400,332 shares; 2025Q1: 398,103 shares; 2025Q2: 398,788 shares; 2025Q3: 399,651 shares; 2025Q4: 400,328 shares; 2026Q1: 399,962 shares; 2026Q2: 400,343 shares 400,343 $30.9M 2.01% +381 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 353,747 shares; 2024Q4: 350,920 shares; 2025Q1: 343,816 shares; 2025Q2: 367,943 shares; 2025Q3: 372,068 shares; 2025Q4: 372,734 shares; 2026Q1: 427,875 shares; 2026Q2: 431,372 shares 431,372 $30.7M 2% +3,497 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 145,386 shares; 2024Q4: 151,867 shares; 2025Q1: 167,167 shares; 2025Q2: 170,445 shares; 2025Q3: 170,821 shares; 2025Q4: 168,486 shares; 2026Q1: 172,717 shares; 2026Q2: 173,032 shares 173,032 $30.5M 1.99% +315 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,288 shares; 2024Q4: 28,038 shares; 2025Q1: 29,110 shares; 2025Q2: 28,002 shares; 2025Q3: 27,631 shares; 2025Q4: 27,646 shares; 2026Q1: 27,378 shares; 2026Q2: 26,940 shares 26,940 $28.7M 1.87% -438 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 178,380 shares; 2024Q4: 178,291 shares; 2025Q1: 185,102 shares; 2025Q2: 185,353 shares; 2025Q3: 181,518 shares; 2025Q4: 182,670 shares; 2026Q1: 188,980 shares; 2026Q2: 188,842 shares 188,842 $27.7M 1.8% -138 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 202,256 shares; 2024Q4: 201,179 shares; 2025Q1: 202,320 shares; 2025Q2: 201,466 shares; 2025Q3: 197,038 shares; 2025Q4: 189,140 shares; 2026Q1: 178,527 shares; 2026Q2: 178,555 shares 178,555 $26.2M 1.7% +28 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117,432 shares; 2024Q4: 116,554 shares; 2025Q1: 116,083 shares; 2025Q2: 114,898 shares; 2025Q3: 113,880 shares; 2025Q4: 113,260 shares; 2026Q1: 113,768 shares; 2026Q2: 115,914 shares 115,914 $26M 1.69% +2,146 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,760 shares; 2024Q4: 90,774 shares; 2025Q1: 91,112 shares; 2025Q2: 88,654 shares; 2025Q3: 88,959 shares; 2025Q4: 88,201 shares; 2026Q1: 87,781 shares; 2026Q2: 87,769 shares 87,769 $23.7M 1.55% -12 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,706 shares; 2024Q4: 25,629 shares; 2025Q1: 25,507 shares; 2025Q2: 25,160 shares; 2025Q3: 24,807 shares; 2025Q4: 24,359 shares; 2026Q1: 23,892 shares; 2026Q2: 23,929 shares 23,929 $23.4M 1.52% +37 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,038 shares; 2024Q4: 88,048 shares; 2025Q1: 89,005 shares; 2025Q2: 82,717 shares; 2025Q3: 82,263 shares; 2025Q4: 82,173 shares; 2026Q1: 80,792 shares; 2026Q2: 81,424 shares 81,424 $22M 1.43% +632 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,937 shares; 2024Q4: 65,254 shares; 2025Q1: 69,553 shares; 2025Q2: 74,973 shares; 2025Q3: 76,573 shares; 2025Q4: 77,908 shares; 2026Q1: 82,311 shares; 2026Q2: 90,267 shares 90,267 $21.5M 1.4% +7,956 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,508 shares; 2024Q4: 73,709 shares; 2025Q1: 72,936 shares; 2025Q2: 72,750 shares; 2025Q3: 72,413 shares; 2025Q4: 72,236 shares; 2026Q1: 71,558 shares; 2026Q2: 70,704 shares 70,704 $21.2M 1.38% -854 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,618 shares; 2024Q4: 72,642 shares; 2025Q1: 73,396 shares; 2025Q2: 73,266 shares; 2025Q3: 73,214 shares; 2025Q4: 73,693 shares; 2026Q1: 74,655 shares; 2026Q2: 75,816 shares 75,816 $21.1M 1.38% +1,161 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,141 shares; 2024Q4: 58,629 shares; 2025Q1: 59,813 shares; 2025Q2: 59,848 shares; 2025Q3: 59,923 shares; 2025Q4: 59,661 shares; 2026Q1: 60,112 shares; 2026Q2: 60,225 shares 60,225 $20.5M 1.34% +113 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 139,842 shares; 2024Q4: 143,118 shares; 2025Q1: 146,678 shares; 2025Q2: 145,900 shares; 2025Q3: 139,983 shares; 2025Q4: 144,394 shares; 2026Q1: 144,279 shares; 2026Q2: 144,454 shares 144,454 $19.7M 1.29% +175 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,609 shares; 2024Q4: 61,715 shares; 2025Q1: 63,814 shares; 2025Q2: 64,798 shares; 2025Q3: 64,622 shares; 2025Q4: 64,576 shares; 2026Q1: 66,628 shares; 2026Q2: 70,167 shares 70,167 $19.7M 1.28% +3,539 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,044 shares; 2024Q4: 16,648 shares; 2025Q1: 16,934 shares; 2025Q2: 17,383 shares; 2025Q3: 18,175 shares; 2025Q4: 19,118 shares; 2026Q1: 19,744 shares; 2026Q2: 20,146 shares 20,146 $18.8M 1.23% +402 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,224 shares; 2024Q4: 110,366 shares; 2025Q1: 111,359 shares; 2025Q2: 110,940 shares; 2025Q3: 113,557 shares; 2025Q4: 113,725 shares; 2026Q1: 113,803 shares; 2026Q2: 112,882 shares 112,882 $18.7M 1.22% -921 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 177,530 shares; 2024Q4: 177,644 shares; 2025Q1: 177,764 shares; 2025Q2: 177,363 shares; 2025Q3: 176,256 shares; 2025Q4: 179,351 shares; 2026Q1: 182,284 shares; 2026Q2: 195,676 shares 195,676 $17.8M 1.16% +13,392 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128,426 shares; 2024Q4: 127,209 shares; 2025Q1: 127,122 shares; 2025Q2: 126,851 shares; 2025Q3: 125,238 shares; 2025Q4: 125,091 shares; 2026Q1: 127,485 shares; 2026Q2: 127,257 shares 127,257 $17.2M 1.12% -228 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,490 shares; 2024Q4: 83,841 shares; 2025Q1: 85,414 shares; 2025Q2: 85,422 shares; 2025Q3: 85,395 shares; 2025Q4: 84,755 shares; 2026Q1: 86,804 shares; 2026Q2: 87,076 shares 87,076 $16.1M 1.05% +272 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 196,114 shares; 2024Q4: 193,104 shares; 2025Q1: 200,430 shares; 2025Q2: 206,244 shares; 2025Q3: 213,407 shares; 2025Q4: 223,682 shares; 2026Q1: 226,222 shares; 2026Q2: 229,458 shares 229,458 $15.7M 1.02% +3,236 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,058 shares; 2024Q4: 53,208 shares; 2025Q1: 53,272 shares; 2025Q2: 52,455 shares; 2025Q3: 50,871 shares; 2025Q4: 50,405 shares; 2026Q1: 50,011 shares; 2026Q2: 49,360 shares 49,360 $15.5M 1.01% -651 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 220,704 shares; 2024Q4: 222,544 shares; 2025Q1: 223,846 shares; 2025Q2: 226,078 shares; 2025Q3: 233,133 shares; 2025Q4: 243,014 shares; 2026Q1: 250,962 shares; 2026Q2: 253,129 shares 253,129 $15.3M 1% +2,167 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 181,435 shares; 2024Q4: 181,001 shares; 2025Q1: 184,888 shares; 2025Q2: 182,664 shares; 2025Q3: 178,909 shares; 2025Q4: 181,201 shares; 2026Q1: 182,252 shares; 2026Q2: 182,330 shares 182,330 $14.8M 0.96% +78 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,607 shares; 2024Q4: 47,106 shares; 2025Q1: 47,216 shares; 2025Q2: 47,310 shares; 2025Q3: 47,892 shares; 2025Q4: 46,762 shares; 2026Q1: 47,886 shares; 2026Q2: 48,280 shares 48,280 $14.2M 0.92% +394 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,366 shares; 2024Q4: 112,934 shares; 2025Q1: 115,857 shares; 2025Q2: 118,980 shares; 2025Q3: 119,547 shares; 2025Q4: 128,556 shares; 2026Q1: 133,603 shares; 2026Q2: 135,332 shares 135,332 $13M 0.84% +1,729 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,758 shares; 2024Q4: 32,621 shares; 2025Q1: 53,097 shares; 2025Q2: 56,564 shares; 2025Q3: 58,320 shares; 2025Q4: 58,674 shares; 2026Q1: 62,244 shares; 2026Q2: 63,547 shares 63,547 $12.7M 0.83% +1,303 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,063 shares; 2024Q4: 33,522 shares; 2025Q1: 34,091 shares; 2025Q2: 34,121 shares; 2025Q3: 33,942 shares; 2025Q4: 67,604 shares; 2026Q1: 65,900 shares; 2026Q2: 66,030 shares 66,030 $12.6M 0.82% +130 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,497 shares; 2024Q4: 25,244 shares; 2025Q1: 26,913 shares; 2025Q2: 28,951 shares; 2025Q3: 29,199 shares; 2025Q4: 28,569 shares; 2026Q1: 29,023 shares; 2026Q2: 30,130 shares 30,130 $11.4M 0.74% +1,107 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 220,216 shares; 2024Q4: 219,868 shares; 2025Q1: 228,416 shares; 2025Q2: 236,338 shares; 2025Q3: 243,040 shares; 2025Q4: 253,649 shares; 2026Q1: 262,386 shares; 2026Q2: 264,346 shares 264,346 $11.2M 0.73% +1,960 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,218 shares; 2024Q4: 115,183 shares; 2025Q1: 119,150 shares; 2025Q2: 120,498 shares; 2025Q3: 121,159 shares; 2025Q4: 128,120 shares; 2026Q1: 130,323 shares; 2026Q2: 135,858 shares 135,858 $10.6M 0.69% +5,535 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,794 shares; 2024Q4: 77,308 shares; 2025Q1: 76,608 shares; 2025Q2: 74,590 shares; 2025Q3: 74,445 shares; 2025Q4: 72,220 shares; 2026Q1: 71,579 shares; 2026Q2: 71,196 shares 71,196 $10.2M 0.66% -383 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,784 shares; 2024Q4: 66,688 shares; 2025Q1: 67,430 shares; 2025Q2: 67,233 shares; 2025Q3: 65,403 shares; 2025Q4: 65,621 shares; 2026Q1: 64,006 shares; 2026Q2: 62,943 shares 62,943 $10.2M 0.66% -1,063 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,411 shares; 2024Q4: 82,964 shares; 2025Q1: 83,763 shares; 2025Q2: 80,883 shares; 2025Q3: 82,068 shares; 2025Q4: 68,511 shares; 2026Q1: 66,873 shares; 2026Q2: 64,346 shares 64,346 $9.74M 0.63% -2,527 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134,480 shares; 2024Q4: 135,995 shares; 2025Q1: 133,842 shares; 2025Q2: 128,782 shares; 2025Q3: 132,002 shares; 2025Q4: 137,549 shares; 2026Q1: 133,055 shares; 2026Q2: 131,968 shares 131,968 $9.68M 0.63% -1,087 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,280 shares; 2024Q4: 3,588 shares; 2025Q1: 4,585 shares; 2025Q2: 5,208 shares; 2025Q3: 6,690 shares; 2025Q4: 6,650 shares; 2026Q1: 7,493 shares; 2026Q2: 8,046 shares 8,046 $9.65M 0.63% +553 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,486 shares; 2024Q4: 27,458 shares; 2025Q1: 27,739 shares; 2025Q2: 27,441 shares; 2025Q3: 27,492 shares; 2025Q4: 26,752 shares; 2026Q1: 26,849 shares; 2026Q2: 26,918 shares 26,918 $9.49M 0.62% +69 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,146 shares; 2024Q4: 103,075 shares; 2025Q1: 102,059 shares; 2025Q2: 98,817 shares; 2025Q3: 99,551 shares; 2025Q4: 77,923 shares; 2026Q1: 71,544 shares; 2026Q2: 71,229 shares 71,229 $9.3M 0.61% -315 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,040 shares; 2024Q4: 11,154 shares; 2025Q1: 12,466 shares; 2025Q2: 12,430 shares; 2025Q3: 12,400 shares; 2025Q4: 12,241 shares; 2026Q1: 12,375 shares; 2026Q2: 12,344 shares 12,344 $9.22M 0.6% -31 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,640 shares; 2024Q4: 12,827 shares; 2025Q1: 13,469 shares; 2025Q2: 14,336 shares; 2025Q3: 15,347 shares; 2025Q4: 16,022 shares; 2026Q1: 20,746 shares; 2026Q2: 20,984 shares 20,984 $8.55M 0.56% +238 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,750 shares; 2024Q4: 15,691 shares; 2025Q1: 15,174 shares; 2025Q2: 14,951 shares; 2025Q3: 13,922 shares; 2025Q4: 13,728 shares; 2026Q1: 13,511 shares; 2026Q2: 13,100 shares 13,100 $8.31M 0.54% -411 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,294 shares; 2024Q4: 57,688 shares; 2025Q1: 60,130 shares; 2025Q2: 61,387 shares; 2025Q3: 63,768 shares; 2025Q4: 70,244 shares; 2026Q1: 71,590 shares; 2026Q2: 72,865 shares 72,865 $8.25M 0.54% +1,275 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 261,091 shares; 2024Q4: 260,398 shares; 2025Q1: 261,745 shares; 2025Q2: 228,630 shares; 2025Q3: 212,994 shares; 2025Q4: 183,393 shares; 2026Q1: 167,000 shares; 2026Q2: 157,931 shares 157,931 $7.87M 0.51% -9,069 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,195 shares; 2024Q4: 77,913 shares; 2025Q1: 77,200 shares; 2025Q2: 76,588 shares; 2025Q3: 77,757 shares; 2025Q4: 79,653 shares; 2026Q1: 80,342 shares; 2026Q2: 81,206 shares 81,206 $7.83M 0.51% +864 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,325 shares; 2024Q4: 39,080 shares; 2025Q1: 38,767 shares; 2025Q2: 38,423 shares; 2025Q3: 39,275 shares; 2025Q4: 39,105 shares; 2026Q1: 38,623 shares; 2026Q2: 37,906 shares 37,906 $7.6M 0.5% -717 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,510 shares; 2024Q4: 68,715 shares; 2025Q1: 70,335 shares; 2025Q2: 71,212 shares; 2025Q3: 71,745 shares; 2025Q4: 72,053 shares; 2026Q1: 79,135 shares; 2026Q2: 84,787 shares 84,787 $7.45M 0.49% +5,652 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,983 shares; 2024Q4: 51,536 shares; 2025Q1: 52,961 shares; 2025Q2: 54,600 shares; 2025Q3: 55,808 shares; 2025Q4: 58,864 shares; 2026Q1: 65,377 shares; 2026Q2: 67,659 shares 67,659 $7.19M 0.47% +2,282 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,283 shares; 2024Q4: 41,741 shares; 2025Q1: 41,953 shares; 2025Q2: 40,893 shares; 2025Q3: 40,221 shares; 2025Q4: 39,907 shares; 2026Q1: 47,325 shares; 2026Q2: 48,267 shares 48,267 $7.16M 0.47% +942 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 279,327 shares; 2024Q4: 250,409 shares; 2025Q1: 274,435 shares; 2025Q2: 283,099 shares; 2025Q3: 278,676 shares; 2025Q4: 265,143 shares; 2026Q1: 290,585 shares; 2026Q2: 290,647 shares 290,647 $7M 0.46% +62 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,897 shares; 2024Q4: 15,471 shares; 2025Q1: 16,032 shares; 2025Q2: 16,331 shares; 2025Q3: 16,758 shares; 2025Q4: 16,820 shares; 2026Q1: 17,685 shares; 2026Q2: 20,417 shares 20,417 $6.91M 0.45% +2,732 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,822 shares; 2024Q4: 74,697 shares; 2025Q1: 75,115 shares; 2025Q2: 74,275 shares; 2025Q3: 72,551 shares; 2025Q4: 74,141 shares; 2026Q1: 73,873 shares; 2026Q2: 73,839 shares 73,839 $6.77M 0.44% -34 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,873 shares; 2024Q4: 119,941 shares; 2025Q1: 114,890 shares; 2025Q2: 114,518 shares; 2025Q3: 113,840 shares; 2025Q4: 112,956 shares; 2026Q1: 112,273 shares; 2026Q2: 111,533 shares 111,533 $6.66M 0.43% -740 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,154 shares; 2025Q1: 5,591 shares; 2025Q2: 6,039 shares; 2025Q3: 6,177 shares; 2025Q4: 6,465 shares; 2026Q1: 6,492 shares; 2026Q2: 6,790 shares 6,790 $6.53M 0.43% +298 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,340 shares; 2024Q4: 82,323 shares; 2025Q1: 82,498 shares; 2025Q2: 82,886 shares; 2025Q3: 81,821 shares; 2025Q4: 82,342 shares; 2026Q1: 81,721 shares; 2026Q2: 81,131 shares 81,131 $6.39M 0.42% -590 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,213 shares; 2024Q4: 73,901 shares; 2025Q1: 72,143 shares; 2025Q2: 71,550 shares; 2025Q3: 69,941 shares; 2025Q4: 70,500 shares; 2026Q1: 73,480 shares; 2026Q2: 73,259 shares 73,259 $5.71M 0.37% -221 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 179,916 shares; 2024Q4: 179,965 shares; 2025Q1: 184,558 shares; 2025Q2: 183,976 shares; 2025Q3: 185,908 shares; 2025Q4: 175,611 shares; 2026Q1: 187,624 shares; 2026Q2: 136,852 shares 136,852 $5.62M 0.37% -50,772 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,053 shares; 2024Q4: 34,601 shares; 2025Q1: 34,501 shares; 2025Q2: 33,381 shares; 2025Q3: 33,236 shares; 2025Q4: 33,226 shares; 2026Q1: 31,991 shares; 2026Q2: 31,541 shares 31,541 $5.48M 0.36% -450 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,601 shares; 2024Q4: 5,644 shares; 2025Q1: 6,733 shares; 2025Q2: 6,653 shares; 2025Q3: 6,692 shares; 2025Q4: 6,629 shares; 2026Q1: 7,208 shares; 2026Q2: 7,186 shares 7,186 $5.29M 0.34% -22 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,595 shares; 2024Q4: 41,178 shares; 2025Q1: 41,870 shares; 2025Q2: 41,603 shares; 2025Q3: 41,511 shares; 2025Q4: 40,665 shares; 2026Q1: 42,180 shares; 2026Q2: 44,620 shares 44,620 $5.27M 0.34% +2,440 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 269 shares; 2025Q1: 343 shares; 2025Q2: 328 shares; 2025Q3: 328 shares; 2025Q4: 3,424 shares; 2026Q1: 58,312 shares; 2026Q2: 71,305 shares 71,305 $5.09M 0.33% +12,993 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,285 shares; 2024Q4: 21,272 shares; 2025Q1: 21,475 shares; 2025Q2: 35,854 shares; 2025Q3: 36,694 shares; 2025Q4: 37,122 shares; 2026Q1: 37,673 shares; 2026Q2: 41,252 shares 41,252 $4.87M 0.32% +3,579 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,202 shares; 2024Q4: 58,712 shares; 2025Q1: 57,927 shares; 2025Q2: 57,373 shares; 2025Q3: 56,208 shares; 2025Q4: 56,668 shares; 2026Q1: 53,012 shares; 2026Q2: 50,617 shares 50,617 $4.28M 0.28% -2,395 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,066 shares; 2024Q4: 36,971 shares; 2025Q1: 37,429 shares; 2025Q2: 37,265 shares; 2025Q3: 37,876 shares; 2025Q4: 38,858 shares; 2026Q1: 39,256 shares; 2026Q2: 39,362 shares 39,362 $4.09M 0.27% +106 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,289 shares; 2024Q4: 10,201 shares; 2025Q1: 10,479 shares; 2025Q2: 10,546 shares; 2025Q3: 10,659 shares; 2025Q4: 10,301 shares; 2026Q1: 10,250 shares; 2026Q2: 10,405 shares 10,405 $3.89M 0.25% +155 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,165 shares; 2024Q4: 90,362 shares; 2025Q1: 42,361 shares; 2025Q2: 33,876 shares; 2025Q3: 28,985 shares; 2025Q4: 27,277 shares; 2026Q1: 26,268 shares; 2026Q2: 23,034 shares 23,034 $3.22M 0.21% -3,234 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,160 shares; 2024Q4: 45,680 shares; 2025Q1: 42,472 shares; 2025Q2: 38,402 shares; 2025Q3: 38,202 shares; 2025Q4: 38,077 shares; 2026Q1: 31,532 shares; 2026Q2: 31,497 shares 31,497 $3.04M 0.2% -35 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,096 shares; 2024Q4: 7,827 shares; 2025Q1: 7,838 shares; 2025Q2: 7,838 shares; 2025Q3: 7,813 shares; 2025Q4: 7,789 shares; 2026Q1: 7,739 shares; 2026Q2: 8,225 shares 8,225 $2.91M 0.19% +486 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,956 shares; 2024Q4: 49,320 shares; 2025Q1: 49,689 shares; 2025Q2: 47,780 shares; 2025Q3: 46,288 shares; 2025Q4: 43,599 shares; 2026Q1: 42,184 shares; 2026Q2: 40,338 shares 40,338 $2.89M 0.19% -1,846 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,470 shares; 2024Q4: 1,401 shares; 2025Q1: 1,655 shares; 2025Q2: 2,433 shares; 2025Q3: 3,894 shares; 2025Q4: 3,981 shares; 2026Q1: 6,083 shares; 2026Q2: 6,807 shares 6,807 $2.83M 0.18% +724 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,581 shares; 2024Q4: 22,572 shares; 2025Q1: 22,211 shares; 2025Q2: 22,064 shares; 2025Q3: 22,067 shares; 2025Q4: 21,452 shares; 2026Q1: 20,454 shares; 2026Q2: 19,531 shares 19,531 $2.82M 0.18% -923 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,515 shares; 2024Q4: 3,454 shares; 2025Q1: 3,454 shares; 2025Q2: 3,454 shares; 2025Q3: 3,454 shares; 2025Q4: 3,472 shares; 2026Q1: 3,472 shares; 2026Q2: 3,896 shares 3,896 $2.82M 0.18% +424 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,888 shares; 2024Q4: 53,842 shares; 2025Q1: 54,427 shares; 2025Q2: 53,083 shares; 2025Q3: 53,327 shares; 2025Q4: 51,171 shares; 2026Q1: 29,956 shares; 2026Q2: 27,730 shares 27,730 $2.67M 0.17% -2,226 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,325 shares; 2024Q4: 32,225 shares; 2025Q1: 32,015 shares; 2025Q2: 31,943 shares; 2025Q3: 31,815 shares; 2025Q4: 32,185 shares; 2026Q1: 31,545 shares; 2026Q2: 31,495 shares 31,495 $2.64M 0.17% -50 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,652 shares; 2024Q4: 39,764 shares; 2025Q1: 39,686 shares; 2025Q2: 39,868 shares; 2025Q3: 37,305 shares; 2025Q4: 31,828 shares; 2026Q1: 24,702 shares; 2026Q2: 23,887 shares 23,887 $2.62M 0.17% -815 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,891 shares; 2024Q4: 108,222 shares; 2025Q1: 108,362 shares; 2025Q2: 110,272 shares; 2025Q3: 111,722 shares; 2025Q4: 117,485 shares; 2026Q1: 122,298 shares; 2026Q2: 122,951 shares 122,951 $2.55M 0.17% +653 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,691 shares; 2024Q4: 6,691 shares; 2025Q1: 6,638 shares; 2025Q2: 6,258 shares; 2025Q3: 6,158 shares; 2025Q4: 6,158 shares; 2026Q1: 6,068 shares; 2026Q2: 5,893 shares 5,893 $2.54M 0.17% -175 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,904 shares; 2024Q4: 19,779 shares; 2025Q1: 20,279 shares; 2025Q2: 20,279 shares; 2025Q3: 20,287 shares; 2025Q4: 24,732 shares; 2026Q1: 28,763 shares; 2026Q2: 33,544 shares 33,544 $2.53M 0.16% +4,781 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,365 shares; 2024Q4: 2,255 shares; 2025Q1: 2,306 shares; 2025Q2: 2,321 shares; 2025Q3: 2,328 shares; 2025Q4: 2,195 shares; 2026Q1: 2,147 shares; 2026Q2: 2,143 shares 2,143 $2.52M 0.16% -4 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,853 shares; 2024Q4: 15,702 shares; 2025Q1: 15,692 shares; 2025Q2: 15,671 shares; 2025Q3: 15,600 shares; 2025Q4: 15,293 shares; 2026Q1: 15,208 shares; 2026Q2: 15,208 shares 15,208 $2.41M 0.16% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,761 shares; 2024Q4: 36,217 shares; 2025Q1: 37,194 shares; 2025Q2: 37,751 shares; 2025Q3: 35,119 shares; 2025Q4: 45,352 shares; 2026Q1: 43,234 shares; 2026Q2: 40,741 shares 40,741 $2.35M 0.15% -2,493 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,782 shares; 2024Q4: 20,952 shares; 2025Q1: 14,067 shares; 2025Q2: 9,963 shares; 2025Q3: 8,858 shares; 2025Q4: 8,451 shares; 2026Q1: 7,746 shares; 2026Q2: 7,760 shares 7,760 $2.31M 0.15% +14 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,889 shares; 2024Q4: 36,823 shares; 2025Q1: 35,248 shares; 2025Q2: 32,978 shares; 2025Q3: 31,803 shares; 2025Q4: 31,603 shares; 2026Q1: 31,240 shares; 2026Q2: 29,636 shares 29,636 $2.3M 0.15% -1,604 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,974 shares; 2024Q4: 15,824 shares; 2025Q1: 15,824 shares; 2025Q2: 15,824 shares; 2025Q3: 15,824 shares; 2025Q4: 15,824 shares; 2026Q1: 15,724 shares; 2026Q2: 15,474 shares 15,474 $2.27M 0.15% -250 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,683 shares; 2024Q4: 4,712 shares; 2025Q1: 4,691 shares; 2025Q2: 4,691 shares; 2025Q3: 4,664 shares; 2025Q4: 4,654 shares; 2026Q1: 4,604 shares; 2026Q2: 4,584 shares 4,584 $2.25M 0.15% -20 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 3 shares 3 $2.25M 0.15% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,316 shares; 2024Q4: 39,287 shares; 2025Q1: 41,337 shares; 2025Q2: 41,137 shares; 2025Q3: 40,805 shares; 2025Q4: 40,177 shares; 2026Q1: 40,087 shares; 2026Q2: 39,787 shares 39,787 $2.13M 0.14% -300 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,806 shares; 2024Q4: 37,090 shares; 2025Q1: 50,715 shares; 2025Q2: 49,715 shares; 2025Q3: 45,945 shares; 2025Q4: 45,608 shares; 2026Q1: 44,639 shares; 2026Q2: 44,657 shares 44,657 $2.12M 0.14% +18 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,944 shares; 2024Q4: 13,629 shares; 2025Q1: 14,136 shares; 2025Q2: 13,498 shares; 2025Q3: 13,148 shares; 2025Q4: 12,814 shares; 2026Q1: 9,664 shares; 2026Q2: 8,691 shares 8,691 $2.11M 0.14% -973 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,451 shares 9,451 $2.09M 0.14% new Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,491 shares; 2026Q1: 36,414 shares; 2026Q2: 34,651 shares 34,651 $2.08M 0.14% -1,763 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,384 shares; 2024Q4: 8,939 shares; 2025Q1: 8,643 shares; 2025Q2: 8,767 shares; 2025Q3: 8,845 shares; 2025Q4: 9,364 shares; 2026Q1: 9,813 shares; 2026Q2: 10,517 shares 10,517 $2M 0.13% +704 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,421 shares; 2024Q4: 22,151 shares; 2025Q1: 22,036 shares; 2025Q2: 21,636 shares; 2025Q3: 21,884 shares; 2025Q4: 21,824 shares; 2026Q1: 21,514 shares; 2026Q2: 21,299 shares 21,299 $1.73M 0.11% -215 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,452 shares; 2024Q4: 10,439 shares; 2025Q1: 10,349 shares; 2025Q2: 10,294 shares; 2025Q3: 10,180 shares; 2025Q4: 10,171 shares; 2026Q1: 10,161 shares; 2026Q2: 10,161 shares 10,161 $1.73M 0.11% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,062 shares; 2024Q4: 19,079 shares; 2025Q1: 15,745 shares; 2025Q2: 13,879 shares; 2025Q3: 14,029 shares; 2025Q4: 14,028 shares; 2026Q1: 13,827 shares; 2026Q2: 12,938 shares 12,938 $1.66M 0.11% -889 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,967 shares; 2024Q4: 3,952 shares; 2025Q1: 4,264 shares; 2025Q2: 4,059 shares; 2025Q3: 4,017 shares; 2025Q4: 3,982 shares; 2026Q1: 3,466 shares; 2026Q2: 13,337 shares 13,337 $1.66M 0.11% +9,871 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,100 shares; 2026Q2: 4,365 shares 4,365 $1.64M 0.11% -1,735 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,948 shares; 2024Q4: 9,813 shares; 2025Q1: 9,500 shares; 2025Q2: 8,800 shares; 2025Q3: 8,062 shares; 2025Q4: 7,967 shares; 2026Q1: 7,481 shares; 2026Q2: 7,255 shares 7,255 $1.63M 0.11% -226 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 126,983 shares; 2024Q4: 122,655 shares; 2025Q1: 117,211 shares; 2025Q2: 110,032 shares; 2025Q3: 101,638 shares; 2025Q4: 94,665 shares; 2026Q1: 80,754 shares; 2026Q2: 76,275 shares 76,275 $1.46M 0.09% -4,479 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,335 shares; 2024Q4: 6,319 shares; 2025Q1: 6,304 shares; 2025Q2: 6,354 shares; 2025Q3: 5,989 shares; 2025Q4: 11,948 shares; 2026Q1: 11,902 shares; 2026Q2: 11,877 shares 11,877 $1.39M 0.09% -25 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,367 shares; 2024Q4: 26,714 shares; 2025Q1: 26,604 shares; 2025Q2: 24,604 shares; 2025Q3: 26,319 shares; 2025Q4: 26,144 shares; 2026Q1: 27,130 shares; 2026Q2: 26,720 shares 26,720 $1.36M 0.09% -410 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,211 shares; 2024Q4: 18,095 shares; 2025Q1: 18,384 shares; 2025Q2: 18,306 shares; 2025Q3: 19,386 shares; 2025Q4: 19,546 shares; 2026Q1: 19,172 shares; 2026Q2: 18,503 shares 18,503 $1.33M 0.09% -669 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,152 shares; 2024Q4: 7,395 shares; 2025Q1: 7,984 shares; 2025Q2: 7,923 shares; 2025Q3: 7,809 shares; 2025Q4: 7,660 shares; 2026Q1: 7,453 shares; 2026Q2: 7,280 shares 7,280 $1.32M 0.09% -173 Timeline CALI BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,000 shares; 2026Q1: 24,000 shares; 2026Q2: 26,000 shares 26,000 $1.31M 0.09% +2,000 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,009 shares; 2024Q4: 2,004 shares; 2025Q1: 2,004 shares; 2025Q2: 2,004 shares; 2025Q3: 1,979 shares; 2025Q4: 2,070 shares; 2026Q1: 1,914 shares; 2026Q2: 1,909 shares 1,909 $1.31M 0.09% -5 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,486 shares; 2024Q4: 45,823 shares; 2025Q1: 44,622 shares; 2025Q2: 41,722 shares; 2025Q3: 41,722 shares; 2025Q4: 41,472 shares; 2026Q1: 40,972 shares; 2026Q2: 40,872 shares 40,872 $1.3M 0.08% -100 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,402 shares; 2024Q4: 10,343 shares; 2025Q1: 10,124 shares; 2025Q2: 11,029 shares; 2025Q3: 11,029 shares; 2025Q4: 10,903 shares; 2026Q1: 12,598 shares; 2026Q2: 12,416 shares 12,416 $1.29M 0.08% -182 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,718 shares; 2024Q4: 3,718 shares; 2025Q1: 3,718 shares; 2025Q2: 3,718 shares; 2025Q3: 3,718 shares; 2025Q4: 3,693 shares; 2026Q1: 3,651 shares; 2026Q2: 3,852 shares 3,852 $1.27M 0.08% +201 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,349 shares; 2024Q4: 13,514 shares; 2025Q1: 13,270 shares; 2025Q2: 14,170 shares; 2025Q3: 15,420 shares; 2025Q4: 14,785 shares; 2026Q1: 13,795 shares; 2026Q2: 15,296 shares 15,296 $1.26M 0.08% +1,501 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,415 shares; 2024Q4: 5,449 shares; 2025Q1: 7,594 shares; 2025Q2: 7,532 shares; 2025Q3: 7,220 shares; 2025Q4: 7,201 shares; 2026Q1: 8,255 shares; 2026Q2: 8,087 shares 8,087 $1.26M 0.08% -168 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,092 shares; 2024Q4: 4,092 shares; 2025Q1: 4,180 shares; 2025Q2: 4,629 shares; 2025Q3: 4,579 shares; 2025Q4: 4,503 shares; 2026Q1: 4,486 shares; 2026Q2: 4,639 shares 4,639 $1.26M 0.08% +153 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,910 shares; 2024Q4: 19,210 shares; 2025Q1: 18,360 shares; 2025Q2: 18,360 shares; 2025Q3: 18,310 shares; 2025Q4: 18,285 shares; 2026Q1: 18,235 shares; 2026Q2: 18,235 shares 18,235 $1.23M 0.08% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,846 shares; 2024Q4: 49,864 shares; 2025Q1: 46,282 shares; 2025Q2: 37,115 shares; 2025Q3: 28,556 shares; 2025Q4: 26,422 shares; 2026Q1: 26,218 shares; 2026Q2: 25,952 shares 25,952 $1.21M 0.08% -266 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,665 shares; 2024Q4: 19,675 shares; 2025Q1: 20,150 shares; 2025Q2: 21,293 shares; 2025Q3: 20,295 shares; 2025Q4: 20,270 shares; 2026Q1: 19,242 shares; 2026Q2: 20,910 shares 20,910 $1.19M 0.08% +1,668 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,806 shares; 2024Q4: 13,366 shares; 2025Q1: 13,366 shares; 2025Q2: 13,366 shares; 2025Q3: 13,355 shares; 2025Q4: 13,328 shares; 2026Q1: 13,328 shares; 2026Q2: 13,328 shares 13,328 $1.11M 0.07% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,187 shares; 2024Q4: 6,137 shares; 2025Q1: 6,137 shares; 2025Q2: 6,122 shares; 2025Q3: 6,035 shares; 2025Q4: 5,995 shares; 2026Q1: 5,965 shares; 2026Q2: 5,965 shares 5,965 $1.1M 0.07% 0 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,218 shares; 2024Q4: 5,063 shares; 2025Q1: 5,013 shares; 2025Q2: 5,013 shares; 2025Q3: 4,988 shares; 2025Q4: 4,968 shares; 2026Q1: 4,918 shares; 2026Q2: 4,808 shares 4,808 $1.1M 0.07% -110 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,302 shares; 2024Q4: 2,332 shares; 2025Q1: 2,334 shares; 2025Q2: 2,109 shares; 2025Q3: 2,084 shares; 2025Q4: 2,030 shares; 2026Q1: 1,953 shares; 2026Q2: 1,877 shares 1,877 $1.09M 0.07% -76 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,861 shares; 2024Q4: 8,873 shares; 2025Q1: 8,856 shares; 2025Q2: 8,833 shares; 2025Q3: 8,758 shares; 2025Q4: 8,756 shares; 2026Q1: 8,753 shares; 2026Q2: 8,746 shares 8,746 $1.09M 0.07% -7 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,422 shares; 2024Q4: 3,517 shares; 2025Q1: 3,452 shares; 2025Q2: 3,447 shares; 2025Q3: 3,375 shares; 2025Q4: 3,353 shares; 2026Q1: 3,022 shares; 2026Q2: 3,085 shares 3,085 $1.06M 0.07% +63 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,591 shares; 2024Q4: 6,529 shares; 2025Q1: 6,560 shares; 2025Q2: 7,489 shares; 2025Q3: 9,022 shares; 2025Q4: 8,470 shares; 2026Q1: 8,008 shares; 2026Q2: 8,344 shares 8,344 $1.06M 0.07% +336 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,020 shares; 2024Q4: 1,020 shares; 2025Q1: 1,020 shares; 2025Q2: 1,020 shares; 2025Q3: 1,020 shares; 2025Q4: 1,016 shares; 2026Q1: 1,914 shares; 2026Q2: 1,914 shares 1,914 $1000K 0.07% 0 Timeline TOWN TOWNEBANK PORTSMOUTH VA More: the full row for TOWNEBANK PORTSMOUTH VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,901 shares; 2025Q4: 30,861 shares; 2026Q1: 27,511 shares; 2026Q2: 27,373 shares 27,373 $992K 0.06% -138 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,198 shares; 2024Q4: 3,586 shares; 2025Q1: 3,661 shares; 2025Q2: 3,907 shares; 2025Q3: 3,917 shares; 2025Q4: 3,592 shares; 2026Q1: 3,042 shares; 2026Q2: 2,671 shares 2,671 $984K 0.06% -371 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,623 shares; 2025Q1: 12,623 shares; 2025Q2: 12,623 shares; 2025Q3: 10,182 shares; 2025Q4: 10,182 shares; 2026Q1: 10,182 shares; 2026Q2: 10,069 shares 10,069 $929K 0.06% -113 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,052 shares; 2024Q4: 2,037 shares; 2025Q1: 2,033 shares; 2025Q2: 2,027 shares; 2025Q3: 1,936 shares; 2025Q4: 1,854 shares; 2026Q1: 1,844 shares; 2026Q2: 1,832 shares 1,832 $918K 0.06% -12 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,623 shares; 2024Q4: 14,458 shares; 2025Q1: 13,958 shares; 2025Q2: 9,973 shares; 2025Q3: 9,263 shares; 2025Q4: 9,063 shares; 2026Q1: 9,063 shares; 2026Q2: 9,063 shares 9,063 $914K 0.06% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,857 shares; 2024Q4: 6,812 shares; 2025Q1: 9,391 shares; 2025Q2: 9,271 shares; 2025Q3: 9,081 shares; 2025Q4: 8,806 shares; 2026Q1: 8,306 shares; 2026Q2: 8,256 shares 8,256 $911K 0.06% -50 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,009 shares; 2025Q4: 1,009 shares; 2026Q1: 1,009 shares; 2026Q2: 916 shares 916 $884K 0.06% -93 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 918 shares; 2024Q4: 918 shares; 2025Q1: 984 shares; 2025Q2: 1,170 shares; 2025Q3: 1,315 shares; 2025Q4: 1,948 shares; 2026Q1: 2,031 shares; 2026Q2: 2,441 shares 2,441 $884K 0.06% +410 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,917 shares; 2024Q4: 2,767 shares; 2025Q1: 2,767 shares; 2025Q2: 2,767 shares; 2025Q3: 2,767 shares; 2025Q4: 2,767 shares; 2026Q1: 2,767 shares; 2026Q2: 2,767 shares 2,767 $848K 0.06% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,691 shares; 2024Q4: 7,661 shares; 2025Q1: 7,861 shares; 2025Q2: 7,811 shares; 2025Q3: 7,811 shares; 2025Q4: 15,622 shares; 2026Q1: 15,722 shares; 2026Q2: 15,627 shares 15,627 $830K 0.05% -95 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,475 shares; 2024Q4: 19,770 shares; 2025Q1: 19,064 shares; 2025Q2: 18,730 shares; 2025Q3: 18,090 shares; 2025Q4: 18,090 shares; 2026Q1: 16,447 shares; 2026Q2: 15,647 shares 15,647 $820K 0.05% -800 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,921 shares; 2024Q4: 2,921 shares; 2025Q1: 2,921 shares; 2025Q2: 2,921 shares; 2025Q3: 2,921 shares; 2025Q4: 2,950 shares; 2026Q1: 2,930 shares; 2026Q2: 2,938 shares 2,938 $810K 0.05% +8 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,212 shares; 2024Q4: 2,213 shares; 2025Q1: 2,321 shares; 2025Q2: 2,321 shares; 2025Q3: 2,189 shares; 2025Q4: 2,150 shares; 2026Q1: 2,110 shares; 2026Q2: 2,110 shares 2,110 $781K 0.05% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,292 shares; 2024Q4: 1,224 shares; 2025Q1: 1,169 shares; 2025Q2: 1,154 shares; 2025Q3: 1,124 shares; 2025Q4: 1,086 shares; 2026Q1: 1,077 shares; 2026Q2: 1,061 shares 1,061 $746K 0.05% -16 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 636 shares; 2026Q2: 642 shares 642 $741K 0.05% +6 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,420 shares; 2024Q4: 5,536 shares; 2025Q1: 5,543 shares; 2025Q2: 5,479 shares; 2025Q3: 5,279 shares; 2025Q4: 5,053 shares; 2026Q1: 5,053 shares; 2026Q2: 4,923 shares 4,923 $727K 0.05% -130 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,412 shares; 2024Q4: 3,251 shares; 2025Q1: 3,251 shares; 2025Q2: 2,751 shares; 2025Q3: 2,701 shares; 2025Q4: 2,701 shares; 2026Q1: 2,701 shares; 2026Q2: 2,651 shares 2,651 $669K 0.04% -50 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,339 shares; 2024Q4: 6,243 shares; 2025Q1: 84,368 shares; 2025Q2: 5,943 shares; 2025Q3: 5,943 shares; 2025Q4: 76,562 shares; 2026Q1: 56,477 shares; 2026Q2: 5,683 shares 5,683 $666K 0.04% -50,794 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,511 shares; 2024Q4: 11,173 shares; 2025Q1: 11,535 shares; 2025Q2: 11,335 shares; 2025Q3: 11,105 shares; 2025Q4: 10,673 shares; 2026Q1: 11,389 shares; 2026Q2: 11,189 shares 11,189 $647K 0.04% -200 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,021 shares; 2024Q4: 1,021 shares; 2025Q1: 1,021 shares; 2025Q2: 1,021 shares; 2025Q3: 1,021 shares; 2025Q4: 971 shares; 2026Q1: 971 shares; 2026Q2: 971 shares 971 $637K 0.04% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,214 shares; 2024Q4: 5,160 shares; 2025Q1: 5,176 shares; 2025Q2: 5,726 shares; 2025Q3: 5,564 shares; 2025Q4: 5,564 shares; 2026Q1: 5,464 shares; 2026Q2: 5,464 shares 5,464 $587K 0.04% 0 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,585 shares; 2024Q4: 4,585 shares; 2025Q1: 4,585 shares; 2025Q2: 4,115 shares; 2025Q3: 3,365 shares; 2025Q4: 3,365 shares; 2026Q1: 3,365 shares; 2026Q2: 1,730 shares 1,730 $585K 0.04% -1,635 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,015 shares; 2024Q4: 970 shares; 2025Q1: 1,070 shares; 2025Q2: 1,045 shares; 2025Q3: 1,125 shares; 2025Q4: 1,126 shares; 2026Q1: 993 shares; 2026Q2: 1,024 shares 1,024 $577K 0.04% +31 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,251 shares; 2024Q4: 6,304 shares; 2025Q1: 6,279 shares; 2025Q2: 6,983 shares; 2025Q3: 7,880 shares; 2025Q4: 8,227 shares; 2026Q1: 7,667 shares; 2026Q2: 7,417 shares 7,417 $569K 0.04% -250 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,340 shares; 2024Q4: 3,340 shares; 2025Q1: 3,494 shares; 2025Q2: 3,494 shares; 2025Q3: 3,374 shares; 2025Q4: 3,294 shares; 2026Q1: 3,279 shares; 2026Q2: 3,608 shares 3,608 $566K 0.04% +329 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,411 shares; 2024Q4: 1,252 shares; 2025Q1: 1,502 shares; 2025Q2: 1,017 shares; 2025Q3: 1,017 shares; 2025Q4: 995 shares; 2026Q1: 995 shares; 2026Q2: 1,184 shares 1,184 $565K 0.04% +189 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 740 shares; 2024Q4: 685 shares; 2025Q1: 685 shares; 2025Q2: 685 shares; 2025Q3: 685 shares; 2025Q4: 685 shares; 2026Q1: 685 shares; 2026Q2: 685 shares 685 $542K 0.04% 0 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,765 shares; 2024Q4: 2,760 shares; 2025Q1: 2,760 shares; 2025Q2: 2,750 shares; 2025Q3: 2,740 shares; 2025Q4: 2,729 shares; 2026Q1: 2,709 shares; 2026Q2: 2,709 shares 2,709 $536K 0.03% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 935 shares; 2024Q4: 899 shares; 2025Q1: 942 shares; 2025Q2: 942 shares; 2025Q3: 920 shares; 2025Q4: 869 shares; 2026Q1: 869 shares; 2026Q2: 1,041 shares 1,041 $535K 0.03% +172 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 842 shares; 2024Q4: 797 shares; 2025Q1: 1,498 shares; 2025Q2: 1,498 shares; 2025Q3: 1,298 shares; 2025Q4: 1,298 shares; 2026Q1: 1,298 shares; 2026Q2: 1,298 shares 1,298 $511K 0.03% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,745 shares; 2024Q4: 2,767 shares; 2025Q1: 2,995 shares; 2025Q2: 2,995 shares; 2025Q3: 2,995 shares; 2025Q4: 2,995 shares; 2026Q1: 2,995 shares; 2026Q2: 2,995 shares 2,995 $506K 0.03% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 830 shares; 2024Q4: 730 shares; 2025Q1: 721 shares; 2025Q2: 721 shares; 2025Q3: 721 shares; 2025Q4: 724 shares; 2026Q1: 715 shares; 2026Q2: 707 shares 707 $504K 0.03% -8 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 625 shares; 2024Q4: 625 shares; 2025Q1: not reported; 2025Q2: 1,007 shares; 2025Q3: 980 shares; 2025Q4: 980 shares; 2026Q1: 980 shares; 2026Q2: 1,169 shares 1,169 $498K 0.03% +189 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,911 shares; 2024Q4: 3,911 shares; 2025Q1: 3,876 shares; 2025Q2: 3,876 shares; 2025Q3: 3,861 shares; 2025Q4: 3,861 shares; 2026Q1: 3,486 shares; 2026Q2: 3,097 shares 3,097 $495K 0.03% -389 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,200 shares; 2026Q1: 7,300 shares; 2026Q2: 9,125 shares 9,125 $488K 0.03% +1,825 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,283 shares; 2024Q4: 4,301 shares; 2025Q1: 4,301 shares; 2025Q2: 4,952 shares; 2025Q3: 4,952 shares; 2025Q4: 4,952 shares; 2026Q1: 4,950 shares; 2026Q2: 4,919 shares 4,919 $484K 0.03% -31 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,305 shares; 2024Q4: 2,265 shares; 2025Q1: 2,265 shares; 2025Q2: 2,265 shares; 2025Q3: 2,265 shares; 2025Q4: 2,265 shares; 2026Q1: 2,265 shares; 2026Q2: 2,265 shares 2,265 $469K 0.03% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,120 shares; 2025Q2: 2,270 shares; 2025Q3: 2,270 shares; 2025Q4: 2,270 shares; 2026Q1: 2,270 shares; 2026Q2: 4,370 shares 4,370 $468K 0.03% +2,100 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,541 shares; 2024Q4: 3,541 shares; 2025Q1: 2,761 shares; 2025Q2: 2,761 shares; 2025Q3: 2,761 shares; 2025Q4: 2,761 shares; 2026Q1: 2,761 shares; 2026Q2: 2,821 shares 2,821 $464K 0.03% +60 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 645 shares; 2024Q4: 645 shares; 2025Q1: 640 shares; 2025Q2: 635 shares; 2025Q3: 660 shares; 2025Q4: 615 shares; 2026Q1: 610 shares; 2026Q2: 602 shares 602 $455K 0.03% -8 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,850 shares; 2024Q4: 16,850 shares; 2025Q1: 16,850 shares; 2025Q2: not reported; 2025Q3: 11,495 shares; 2025Q4: 11,495 shares; 2026Q1: 11,495 shares; 2026Q2: 11,495 shares 11,495 $455K 0.03% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,379 shares; 2026Q1: 2,007 shares; 2026Q2: 2,007 shares 2,007 $434K 0.03% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,573 shares; 2024Q4: 5,489 shares; 2025Q1: 5,439 shares; 2025Q2: 5,439 shares; 2025Q3: 5,439 shares; 2025Q4: 5,414 shares; 2026Q1: 6,310 shares; 2026Q2: 6,235 shares 6,235 $427K 0.03% -75 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,177 shares; 2026Q1: 2,548 shares; 2026Q2: 2,552 shares 2,552 $417K 0.03% +4 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,751 shares; 2026Q1: 4,708 shares; 2026Q2: 4,696 shares 4,696 $416K 0.03% -12 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,300 shares; 2024Q4: 1,275 shares; 2025Q1: 1,275 shares; 2025Q2: 1,175 shares; 2025Q3: 1,175 shares; 2025Q4: 1,125 shares; 2026Q1: 1,075 shares; 2026Q2: 1,078 shares 1,078 $406K 0.03% +3 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,713 shares; 2024Q4: 2,713 shares; 2025Q1: 2,713 shares; 2025Q2: 2,713 shares; 2025Q3: 2,465 shares; 2025Q4: 2,465 shares; 2026Q1: 2,465 shares; 2026Q2: 2,465 shares 2,465 $390K 0.03% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,953 shares; 2025Q2: 2,328 shares; 2025Q3: 2,928 shares; 2025Q4: 2,528 shares; 2026Q1: 2,628 shares; 2026Q2: 2,831 shares 2,831 $387K 0.03% +203 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,096 shares; 2024Q4: 4,996 shares; 2025Q1: 4,946 shares; 2025Q2: 4,946 shares; 2025Q3: 4,846 shares; 2025Q4: 4,746 shares; 2026Q1: 4,721 shares; 2026Q2: 4,671 shares 4,671 $383K 0.02% -50 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,718 shares; 2024Q4: 2,618 shares; 2025Q1: 3,267 shares; 2025Q2: 3,167 shares; 2025Q3: 2,800 shares; 2025Q4: 2,800 shares; 2026Q1: 2,500 shares; 2026Q2: 2,450 shares 2,450 $373K 0.02% -50 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,844 shares; 2024Q4: 3,844 shares; 2025Q1: 4,044 shares; 2025Q2: 4,044 shares; 2025Q3: 4,044 shares; 2025Q4: 8,188 shares; 2026Q1: 8,188 shares; 2026Q2: 8,188 shares 8,188 $371K 0.02% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 640 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 673 shares; 2025Q4: 696 shares; 2026Q1: 819 shares; 2026Q2: 863 shares 863 $363K 0.02% +44 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 849 shares; 2024Q4: 849 shares; 2025Q1: 863 shares; 2025Q2: 863 shares; 2025Q3: 863 shares; 2025Q4: 863 shares; 2026Q1: 863 shares; 2026Q2: 863 shares 863 $353K 0.02% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 3,800 shares; 2025Q3: 3,800 shares; 2025Q4: 3,800 shares; 2026Q1: 3,700 shares; 2026Q2: 3,600 shares 3,600 $344K 0.02% -100 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,993 shares; 2024Q4: 2,993 shares; 2025Q1: 2,993 shares; 2025Q2: 2,993 shares; 2025Q3: 2,081 shares; 2025Q4: 2,081 shares; 2026Q1: 2,081 shares; 2026Q2: 2,081 shares 2,081 $342K 0.02% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,905 shares; 2024Q4: 12,425 shares; 2025Q1: 12,425 shares; 2025Q2: 10,908 shares; 2025Q3: 10,908 shares; 2025Q4: 10,431 shares; 2026Q1: 9,962 shares; 2026Q2: 9,176 shares 9,176 $339K 0.02% -786 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,611 shares; 2025Q3: 2,506 shares; 2025Q4: 2,309 shares; 2026Q1: 2,309 shares; 2026Q2: 2,309 shares 2,309 $334K 0.02% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,645 shares; 2025Q4: 1,262 shares; 2026Q1: 1,261 shares; 2026Q2: 1,458 shares 1,458 $331K 0.02% +197 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,324 shares; 2025Q3: 1,469 shares; 2025Q4: 1,639 shares; 2026Q1: 1,904 shares; 2026Q2: 1,782 shares 1,782 $328K 0.02% -122 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,250 shares; 2025Q1: 1,956 shares; 2025Q2: 1,906 shares; 2025Q3: 1,656 shares; 2025Q4: 1,611 shares; 2026Q1: 1,511 shares; 2026Q2: 1,456 shares 1,456 $322K 0.02% -55 Timeline ROM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,186 shares; 2025Q4: 2,186 shares; 2026Q1: not reported; 2026Q2: 2,036 shares 2,036 $316K 0.02% new Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,518 shares; 2024Q4: 1,474 shares; 2025Q1: 1,474 shares; 2025Q2: 1,474 shares; 2025Q3: 1,474 shares; 2025Q4: 1,474 shares; 2026Q1: 1,474 shares; 2026Q2: 1,474 shares 1,474 $314K 0.02% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 153 shares; 2026Q2: 157 shares 157 $312K 0.02% +4 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 719 shares 719 $312K 0.02% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,980 shares; 2024Q4: 1,914 shares; 2025Q1: 1,926 shares; 2025Q2: 1,914 shares; 2025Q3: 1,914 shares; 2025Q4: 1,914 shares; 2026Q1: 1,458 shares; 2026Q2: 1,487 shares 1,487 $311K 0.02% +29 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,096 shares; 2024Q4: 1,096 shares; 2025Q1: 1,019 shares; 2025Q2: 975 shares; 2025Q3: 975 shares; 2025Q4: 965 shares; 2026Q1: 965 shares; 2026Q2: 3,858 shares 3,858 $311K 0.02% +2,893 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,995 shares; 2024Q4: 3,995 shares; 2025Q1: 3,995 shares; 2025Q2: 3,995 shares; 2025Q3: 3,995 shares; 2025Q4: 3,995 shares; 2026Q1: 3,995 shares; 2026Q2: 3,995 shares 3,995 $302K 0.02% 0 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,600 shares; 2024Q4: 5,525 shares; 2025Q1: 5,425 shares; 2025Q2: 5,175 shares; 2025Q3: 3,800 shares; 2025Q4: 3,800 shares; 2026Q1: 1,725 shares; 2026Q2: 1,725 shares 1,725 $299K 0.02% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,128 shares; 2025Q3: 3,678 shares; 2025Q4: 3,128 shares; 2026Q1: not reported; 2026Q2: 2,731 shares 2,731 $283K 0.02% new Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares; 2026Q2: 2,500 shares 2,500 $281K 0.02% 0 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,493 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,988 shares; 2026Q1: 1,988 shares; 2026Q2: 1,988 shares 1,988 $268K 0.02% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 486 shares; 2024Q4: 486 shares; 2025Q1: 521 shares; 2025Q2: 516 shares; 2025Q3: 511 shares; 2025Q4: 511 shares; 2026Q1: 511 shares; 2026Q2: 514 shares 514 $262K 0.02% +3 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 782 shares; 2025Q2: 782 shares; 2025Q3: 782 shares; 2025Q4: 782 shares; 2026Q1: 758 shares; 2026Q2: 758 shares 758 $261K 0.02% 0 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,800 shares; 2024Q4: not reported; 2025Q1: 3,800 shares; 2025Q2: 3,800 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,800 shares; 2026Q2: 3,800 shares 3,800 $256K 0.02% 0 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,998 shares; 2026Q2: 1,998 shares 1,998 $255K 0.02% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,992 shares; 2025Q3: 2,992 shares; 2025Q4: 3,036 shares; 2026Q1: 2,863 shares; 2026Q2: 2,870 shares 2,870 $243K 0.02% +7 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,804 shares; 2025Q4: 6,671 shares; 2026Q1: 5,804 shares; 2026Q2: 6,571 shares 6,571 $242K 0.02% +767 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 905 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 839 shares 839 $236K 0.02% new Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,613 shares; 2025Q3: 1,613 shares; 2025Q4: 1,413 shares; 2026Q1: 1,193 shares; 2026Q2: 1,193 shares 1,193 $232K 0.02% 0 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,236 shares; 2024Q4: 4,694 shares; 2025Q1: 4,694 shares; 2025Q2: 4,544 shares; 2025Q3: 4,544 shares; 2025Q4: 4,544 shares; 2026Q1: 4,544 shares; 2026Q2: 4,544 shares 4,544 $230K 0.01% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,795 shares; 2026Q1: 4,295 shares; 2026Q2: 4,125 shares 4,125 $229K 0.01% -170 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,615 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: not reported; 2025Q3: 1,200 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares; 2026Q2: 1,300 shares 1,300 $228K 0.01% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,620 shares; 2025Q2: 1,620 shares; 2025Q3: 1,620 shares; 2025Q4: not reported; 2026Q1: 1,890 shares; 2026Q2: 1,899 shares 1,899 $223K 0.01% +9 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,182 shares; 2024Q4: 1,182 shares; 2025Q1: 1,132 shares; 2025Q2: 1,082 shares; 2025Q3: 1,082 shares; 2025Q4: 1,032 shares; 2026Q1: 1,032 shares; 2026Q2: 989 shares 989 $220K 0.01% -43 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,617 shares 1,617 $219K 0.01% new Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 961 shares; 2024Q4: 926 shares; 2025Q1: 913 shares; 2025Q2: 872 shares; 2025Q3: 578 shares; 2025Q4: 554 shares; 2026Q1: not reported; 2026Q2: 2,536 shares 2,536 $218K 0.01% new Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 996 shares 996 $218K 0.01% new Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,227 shares; 2024Q4: 2,328 shares; 2025Q1: 2,328 shares; 2025Q2: 2,328 shares; 2025Q3: 2,328 shares; 2025Q4: 2,213 shares; 2026Q1: 2,012 shares; 2026Q2: 2,012 shares 2,012 $217K 0.01% 0 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 803 shares; 2026Q2: 803 shares 803 $216K 0.01% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,741 shares 6,741 $216K 0.01% new Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,252 shares; 2024Q4: 3,274 shares; 2025Q1: 3,274 shares; 2025Q2: 3,274 shares; 2025Q3: 3,274 shares; 2025Q4: 2,595 shares; 2026Q1: 2,595 shares; 2026Q2: 2,574 shares 2,574 $213K 0.01% -21 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 524 shares 524 $208K 0.01% new Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,264 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,733 shares 1,733 $204K 0.01% new Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,675 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,500 shares 2,500 $203K 0.01% new Timeline NFGC NEW FOUND GOLD CORP More: the full row for NEW FOUND GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,000 shares; 2026Q2: 14,000 shares 14,000 $21.6K <0.01% 0 Timeline